Firm knowledge handbook
Reliable answers, with their sources.
We give your people permission aware access to approved standards, project history and reusable expertise, with a link to the source behind every answer.
1.0 An approved source list Example
Which documents count, who approves them and who can see them. Only approved material is available to search.
Approved by technical leadership
Approved by operations
Approved by project directors
2.0 Searchable firm knowledge Example
Plain language questions answered from approved material, with references.
Standard detail for this condition.
3.0 Access controls Example
Permissions that follow your existing rules. Hover a role to see what it can reach.
| Role | Standards | Procedures | Projects | Lessons |
|---|---|---|---|---|
| Technician | Allowed | Allowed | Restricted | Allowed |
| Project lead | Allowed | Allowed | Allowed | Allowed |
| Operations | Allowed | Allowed | Allowed | Restricted |
| Leadership | Allowed | Allowed | Allowed | Allowed |
Permissions follow your existing rules.
4.0 Rollout
Three changes, in order.
Agree
Decide the approved sources and the access rules.
An approved source list sets out which documents count, who approves them and who can see them.
Connect
Link the documents and project history.
Searchable firm knowledge answers plain language questions from approved material, with references.
Improve
Review what people ask and close the gaps.
Access controls keep permissions following your existing rules.
5.0 A good fit when
Senior people answer the same questions repeatedly.
Searchable firm knowledge answers plain language questions from approved material, with references.
Standards exist but people cannot find them.
An approved source list sets out which documents count, who approves them and who can see them.
Lessons learned are rarely reused.
Access controls follow your existing rules, so approved knowledge reaches the people who need it.
Next step
Every answer points back to the document it came from, so people reuse what the firm already knows.
Next step
Bring your approved sources and access rules together, and we will set up the first list.
Book a discovery call